For All Users

How to navigate to the activity list page

Summary

Learn how to view and manage all interactions that Tato tracks, connect your calendar, and filter your activity list.

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Best practice: Make sure you filter down using the drop-down in the top left corner of the app to see activities specific to your project.

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Open the Activity page

From the main page, navigate to Activity
Select your project

You can view interactions across all your projects, or narrow down to a specific project.
Connect your Microsoft calendar

Connect your Microsoft calendar so Tato can understand your schedule. Then, decide whether you want it to join your meetings automatically.

Summary

Learn how to search and filter your Tato activity list to quickly find relevant interactions.

Use the search bar

To narrow down your activity list, start typing in the search bar. This acts like a Ctrl + F — it searches through interaction names and transcripts.
Start a smart search

When you press Enter, Tato performs a smart search to find the most relevant interactions related to your keywords.

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Best practice: Use a few precise words — Tato’s smart search understands context and returns the most meaningful results.

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Apply additional filters
You can also refine your list by:
- Activity type (e.g., meeting, chat, note)
- Project
- Date range

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Best practice: Combine the search bar and filters to pinpoint exactly what you’re looking for.

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Summary

Learn how to view detailed summaries of your activities, explore snippets, and chat with Tato for deeper insights.

Open an activity

Click on a specific activity from your Activity list. You’ll be redirected to the Activity Summary page.
View the activity summary

The page displays a summary of the interaction. For meetings, you’ll also see the attendees’ names listed in the header.
Understand snippets

Snippets appear as short pieces of text, each paired with details like date, source, and status. They represent the most granular data view available in Tato, extracted directly from your interactions and shown in the interface.

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Best practice: Use snippets to quickly review what was said or decided in meetings — without having to replay recordings.

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Chat with Tato

From the Activity Summary page, you can start a chat with Tato. This opens a new page where, just like any AI chat tool, you can ask Tato questions about your interactions.

Summary

Learn how to enrich Tato with meeting recordings, documents, and notes — even when Tato wasn’t in the room.

Open the options menu

From the Activity page, click the three dots in the top-right corner.
Upload a meeting recording

If you forgot to add Tato to a meeting but recorded it on Microsoft Teams, you can upload the video and transcript directly from this menu.
Add important documents

You can also upload any important document that you don’t want Tato to miss — such as project briefs, reports, or key deliverables.
Add notes and summaries

For 1-on-1 meetings or informal conversations where Tato wasn’t present, you can upload notes or summaries.

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Best practice: The more information you give Tato, the smarter and more context-aware it becomes for your project.

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Summary

Learn how to start a direct conversation with Tato from the Chat page to explore insights and summaries across all your projects.

Go the Chat page

To chat directly with Tato, navigate to the Chat page. This is where you can start open-ended conversations with Tato about your projects.
Ask questions across projects

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